Orange County Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.97 M | $49.69 M | 72.76% | 16.90% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10/16/2025 | 1.16 M | $29.28 M | 0.00% | 9.96% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 591.55 K | $14.91 M | -38.79% | 5.07% |
| VANGUARD GROUP INC | 11/07/2025 | 550.92 K | $13.89 M | 1.62% | 4.72% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 316.01 K | $7.97 M | -1.16% | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 249.67 K | $6.30 M | 13.73% | 2.14% |
| BANC FUNDS CO LLC | 11/14/2025 | 247.85 K | $6.25 M | -24.88% | 2.12% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 243.47 K | $6.14 M | -14.86% | 2.09% |
| STATE STREET CORP | 11/14/2025 | 163.79 K | $4.13 M | 3.46% | 1.40% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 163.66 K | $4.13 M | 31.44% | 1.40% |
| EJF CAPITAL LLC | 11/12/2025 | 116.82 K | $2.95 M | 2.53% | 1.00% |
| NORTHERN TRUST CORP | 11/14/2025 | 89.37 K | $2.25 M | 16.20% | 0.77% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2025 | 84.37 K | $2.13 M | 0.00% | 0.72% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 83.89 K | $2.11 M | 24.34% | 0.72% |
| FOURTHSTONE LLC | 11/14/2025 | 71.44 K | $1.80 M | -70.27% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 57.46 K | $1.45 M | 9.40% | 0.49% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 55.28 K | $1.39 M | 0.17% | 0.47% |
| HSBC HOLDINGS PLC | 11/13/2025 | 53.27 K | $1.33 M | 19.76% | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 52.86 K | $1.33 M | 60.84% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 52.56 K | $1.32 M | 39.88% | 0.45% |
| MARSHALL WACE, LLP | 11/13/2025 | 51.01 K | $1.29 M | 33.66% | 0.44% |
| AZORA CAPITAL LP | 11/14/2025 | 50.00 K | $1.26 M | 0.00% | 0.43% |
| BARCLAYS PLC | 11/12/2025 | 49.83 K | $1.26 M | 13.65% | 0.43% |
| MORGAN STANLEY | 11/14/2025 | 48.01 K | $1.21 M | -1.43% | 0.41% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 42.53 K | $1.07 M | 125.76% | 0.36% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11/04/2025 | 35.00 K | $882.35 K | 0.00% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 34.40 K | $867.12 K | 36.22% | 0.29% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 32.79 K | $826.51 K | 42.39% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 32.42 K | $817.18 K | 18.87% | 0.28% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 32.15 K | $810.58 K | 100.00% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 31.25 K | $787.81 K | -40.90% | 0.27% |
| NUVEEN, LLC | 11/12/2025 | 30.85 K | $777.83 K | 104.41% | 0.26% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 30.54 K | $769.96 K | 100.00% | 0.26% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 10/16/2025 | 28.40 K | $715.96 K | 0.00% | 0.24% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 27.00 K | $680.62 K | 0.00% | 0.23% |
| NORTHCREST ASSET MANANGEMENT, LLC | 10/29/2025 | 26.08 K | $638.91 K | 0.32% | 0.22% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 22.76 K | $573.81 K | 0.00% | 0.20% |
| LPL FINANCIAL LLC | 11/12/2025 | 21.41 K | $539.75 K | -0.70% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 20.36 K | $513.30 K | 268.59% | 0.17% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 20.18 K | $508.74 K | 0.90% | 0.17% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 19.82 K | $499.77 K | 100.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 17.92 K | $451.64 K | -11.61% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 16.87 K | $425.00 K | -0.13% | 0.14% |
| JANE STREET GROUP, LLC | 11/14/2025 | 13.56 K | $341.90 K | 53.69% | 0.12% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 12.60 K | $317.65 K | 53.66% | 0.11% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/10/2025 | 12.20 K | $307.56 K | 100.00% | 0.10% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 11.88 K | $299.50 K | 0.00% | 0.10% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 11.57 K | $291.58 K | 100.00% | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 10.90 K | $274.79 K | -47.85% | 0.09% |
| JPMORGAN CHASE & CO | 11/26/2025 | 10.67 K | $268.89 K | 4.67% | 0.09% |
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Orange County Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of Orange County Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.97 M
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV: 1.16 M
WELLINGTON MANAGEMENT GROUP LLP: 591,549
VANGUARD GROUP INC: 550,920
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 316,012
GEODE CAPITAL MANAGEMENT, LLC: 249,668
62.74% of Orange County Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $191.26 M in transactions.